MyownCFO. vs TriGen Wealth

Investor Sarthi comes with advance and updated features that provide the best experience of managing your invested money in the mutual funds along with the other investments and allows you to draw the results of the funds anytime through systematic reports. Investor Sarthi keeps you aware of funds invested in the market and gives freedom to conduct self-research along with investment monitoring anytime from anywhere just through a click. Invest in Mutual funds within few seconds through a virtual platform and enjoy the new experience of online investment along with safety & security.

Track, manage and transact your investments with the official TriGen Wealth app - exclusively for registered clients of Prime TriGen Wealth Limited. YOUR PORTFOLIO. ANYTIME. ANYWHERE. The TriGen Wealth app gives you complete visibility over your wealth - across mutual funds, PMS holdings alternate investments, direct equity bonds, and family portfolios - in one secure, intuitive interface. Built for clients who expect clarity and control without the complexity. WHAT YOU CAN DO: • Portfolio Overview: See your current value, net capital deployed, and overall gain or loss at a glance • Performance Analytics: Track returns against benchmarks across custom time periods • Holdings Summary: View your complete holdings broken down across equity, debt, and alternative assets • Return Summary: Analyse period-wise performance across your entire portfolio • Family Portfolio View: Manage and monitor multiple family members' portfolios in one Transactions • Reports: Access portfolio and performance reports on demand Prime TriGen Wealth Limited (PTWL) is a wholly owned subsidiary of Prime Securities Limited (NSE: PRIMESECU | BSE: 500337), a SEBI-registered Category-I Merchant Banker with nearly three decades of institutional expertise. We serve HNI, UHNI, NRI, and institutional clients across in India. AMFI-registered Mutual Fund Distributor: ARN 312885 APMI-registered PMS Distributor: APRN01119 SECURITY: Your data is encrypted in transit. No data is shared with third parties. The app is designed exclusively for registered clients of Prime TriGen Wealth Limited and requires verified login credentials to access. This app is for existing clients only. To become a client, visit us at www.trigenwealth.com or contact your nearest TriGen Wealth office.